Klingman & Associates’s Edison International EIX Stock Holding History

Klingman & Associates’s Portfolio EIX Stock Details EIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-666	Closed	-$48K	–	165
2016 Q3	$48K	Hold	666	–	–	0.01%	186
2016 Q2	$52K	Hold	666	–	–	0.02%	185
2016 Q1	$48K	Hold	666	–	–	0.02%	192
2015 Q4	$39K	Hold	666	–	–	0.01%	221
2015 Q3	$42K	Hold	666	–	–	0.02%	213
2015 Q2	$37K	Hold	666	–	–	0.01%	200
2015 Q1	$42K	Hold	666	–	–	0.02%	180
2014 Q4	$43K	Buy	+666	New	+$41.4K	0.02%	185

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Klingman & Associates's EIX Position: Q4 2016 in Review

Klingman & Associates sold out of Edison International (EIX) in Q4 2016, closing a stake of 666 shares — an estimated $48K sold.

Klingman & Associates first reported a position in EIX in Q4 2014 and held it in 8 quarters. The position peaked at $52K in Q2 2016. 592 funds tracked by Wall St. Rank hold EIX as of Q4 2016.

Klingman & Associates reported no remaining Edison International position as of Q4 2016 after selling out during the quarter.
Klingman & Associates sold 666 Edison International shares in Q4 2016, an estimated $48K.
Klingman & Associates first reported a position in Edison International in Q4 2014 and held it in 8 quarters.
Klingman & Associates's Edison International position peaked at $52K in Q2 2016.
592 funds tracked by Wall St. Rank held Edison International as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.